Allianz Global Investors
AI’s Economic Backbone: A Modern Parallel to the Railroad Boom
Allianz Global Investors examines how artificial intelligence is emerging as a foundational force in the global economy, drawing comparisons to the transformative impact of 19th-century railroads.
U.S. tech giants are set to invest over $300...
2025-08-08
2025-08-08
BlackRock/iShares
Tariffs vs. Tech: Can U.S. Earnings Outpace Rising Trade Frictions?
This BlackRock Investment Institute commentary assesses the evolving balance between strong U.S. corporate earnings—driven by AI tailwinds—and rising tariff pressures that threaten growth and fuel inflation.
U.S. equities remain...
2025-08-08
DWS
Bitcoin and Gold in 2030: Scenario-Based Forecasts for Hard Money Allocations
WisdomTree’s research team presents a scenario-driven valuation model for bitcoin and gold, offering institutional investors a rigorous framework to assess these hard assets amid persistent inflation, rising debt, and monetary instability....
2025-08-06
GMO
Speculation Surge: How to Navigate U.S. Equity Euphoria Post-Tariffs
GMO’s August 2025 asset allocation report dissects the dramatic rally in U.S. equities following April’s market bottom, emphasizing risks posed by surging retail-driven speculation and distorted valuations.
Since April 8, the S&a...
2025-08-06
UBS Asset Management
Mega Funds Drive Resurgence in Infrastructure Fundraising Amid High-Rate Backdrop
UBS’s latest infrastructure insights report highlights a strong rebound in unlisted infrastructure fundraising in H1 2025, underpinned by capital concentration in mega funds and renewed institutional demand.
USD 116 billion was raised...
2025-08-06
Schroders
US Renewables Reset: Why Wind and Solar Still Have the Edge
Schroders evaluates the long-term prospects of U.S. wind and solar following the elimination of federal tax credits and rising political headwinds, arguing the sector remains structurally resilient.
Despite the rollback of the IRA’s su...
2025-08-06
Janus Henderson
Tariffs and the Inflation Trap: Why Policy Missteps Could Rekindle Price Pressures
Janus Henderson’s Head of Global Asset Allocation, Ashwin Alankar, assesses the growing risk of a second inflation wave triggered by premature Fed easing and tariff-related supply disruptions.
Sticky U.S. inflation remains elevated at...
2025-08-05
Nuveen
Navigating Crosscurrents
Nuveen’s July 2025 update, led by Tony Rodriguez, assesses the Fed’s cautious stance amid tariff-driven distortions and moderating economic momentum.
The Fed maintained its policy rate at 4.25–4.50%, signaling caution on cu...
2025-08-05
Northern Trust
The Great Unwind
Northern Trust’s global economist roundtable, hosted by Carl Tannenbaum, examines the unraveling of globalization and its economic and policy consequences across key regions.
The U.S. remains the primary engine of global consumption, i...
2025-08-05
Vanguard
Rebalancing Over Chasing: How Allocators Are Staying Disciplined in 2025
This Vanguard report, produced by the Investment Advisory Research Center, analyzes mid-year 2025 mutual fund and ETF flows to assess allocator behavior relative to market performance and risk appetite.
Despite equity markets delivering doub...
